|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$36M
|
+$5.26M
|
+201,678
|
+17%
|
|
|
2
|
|
$20.7M
|
+$2.4M
|
+92,041
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
+$1.67M
|
+64,207
|
+11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.4M
|
+$532K
|
+20,405
|
+7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.25M
|
+$1.58M
|
+60,667
|
+24%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$8.11M
|
-$2.95M
|
-113,368
|
-27%
|
|
|
7
|
Ironwood Financial
Tucson,
Arizona
|
$5.69M
|
+$625K
|
+23,988
|
+12%
|
|
|
8
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$5.45M
|
+$574K
|
+22,008
|
+12%
|
|
|
9
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$5.07M
|
+$2.87M
|
+110,112
|
+129%
|
|
|
10
|
Linscomb Wealth
Houston,
Texas
|
$4.59M
|
-$172K
|
-6,607
|
-4%
|
|
|
11
|
|
$4.3M
|
+$941K
|
+36,112
|
+28%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$3.95M
|
+$245K
|
+9,412
|
+7%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$3.91M
|
+$976K
|
+37,449
|
+33%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$3.88M
|
+$755K
|
+28,978
|
+24%
|
|
|
15
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$3.83M
|
+$1.15M
|
+43,982
|
+42%
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.14M
|
-$104K
|
-3,977
|
-3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.83M
|
+$372K
|
+14,292
|
+15%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.63M
|
+$14.3K
|
+548
|
+0.5%
|
|
|
19
|
Ashfield Capital Partners
San Francisco,
California
|
$2.18M
|
-$222K
|
-8,523
|
-9%
|
|
|
20
|
SII Investments
Appleton,
Wisconsin
|
$2.16M
|
-$378K
|
-14,521
|
-15%
|
|
|
21
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.47M
|
+$889K
|
+34,100
|
+151%
|
|
|
22
|
Virtu KCG Holdings
New York
|
$1.37M
|
+$225K
|
+8,622
|
+20%
|
|
|
23
|
American International Group
New York
|
$1.23M
|
+$1.01M
|
+38,655
|
+448%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$1.19M
|
+$97.2K
|
+3,730
|
+9%
|
|
|
25
|
Confluence Wealth Management
Portland,
Oregon
|
$997K
|
+$56.6K
|
+2,171
|
+6%
|
|
